Relationship Banker

Davita Inc.; Worthington (OH); On-site; USD 40,000 - 55,000; Full time

Job summary

A leading credit union in Worthington, Ohio seeks a Relationship Banker to deliver exceptional service, assist members with financial needs, and promote various products. The role demands strong customer service skills, attention to detail, and involves both individual and collaborative tasks. This full-time position offers a competitive salary and robust benefits package, including retirement plans and growth opportunities.

Benefits

Competitive pay

Benefits including medical, dental, vision

401(K) with 6% matching

Generous paid holidays and vacation

Career growth and continued education opportunities

Volunteer opportunities

Qualifications

• Experience in member/customer service and financial services is preferred.
• Strong attention to detail and effective communication skills are required.
• Ability to work some Saturday hours and pass background checks.

Responsibilities

• Perform transactions accurately and efficiently; inform members about products.
• Cross-sell credit union products and maintain member confidence.
• Comply with applicable policies, procedures, and regulations.

Skills

Effective oral and written communication skills

Excellent time management skills

Attention to detail

Education

Three or more years of member/customer service experience

Three or more years of financial services experience preferred

Job description

Position: Relationship Banker

Location: Worthington, OH

Job Id: 893

# of Openings: 1

Formed in 1934, Telhio began as a credit union for Columbus Telephone Company (now AT&T) employees. Telhio now serves over 70,000 member-owners throughout central and southwest Ohio. As one of the largest credit unions in Ohio, Telhio is a strong financial institution that continues to serve its members through extraordinary service, innovative financial solutions and community involvement. After generations of service and growth, we never lose focus of our three core values - Caring, Commitment, and Integrity. About our Position The Relationship Banker at Telhio Credit Union, you will be accountable for uncovering and satisfying the needs of our members; Being a trusted advisor for our members and be the "One Telhio" solution for our members. Your key focus will be to ensure that you are delivering extraordinary service and innovative financial solutions to our members. We are a local credit union serving and strengthening our community. This is a full time position working Monday through Friday (9am - 5pm) and rotating Saturdays (9am - 2pm). Responsibilities: Perform all transactions in DNA accurately and efficiently (i.e. Cash Withdraws, Deposits, loan payments). Process Credit Card payments in our 3rd party portal. Perform all IRA/HSA/etc. transactions in Ascensus Open IRAs and HSAs in Ascensus. Process member requests for wires, as needed. Inform Members about products, services, and current promotions. Cross-sell credit union products by answering inquiries; informing members of new services and product promotions; ascertaining customer needs; directing customers to lobby and partner representatives. Conform/Comply with all applicable Telhio policies, procedures, and regulations. Maintains member confidence and protects credit union operations by keeping information confidential, cautioning others regarding potential breaches. Balance cash drawers accurately. Complies with credit union operations and security procedures by participating in all dual-control functions. Witness and assist in audits as requested. Open all consumer accounts in DNA. Perform all account maintenance for consumer and business members. Process any, and all, disputes for consumer and business members. Closes loans, when needed, for members in branch. Performs other tasks as requested by supervisors as they relate to the bank and its functions. *Attend SEG events with Business Development Representatives as necessary. Make outbound calls; attend networking activities as needed. As back up, performs opening, closing, and other branch servicing duties. Balancing cash drawer, assist with cash vault balancing, completing logs, reports, some audits and control checks while maintaining a neat and organized work area. Qualifications: Three or more years of member/customer service experience Three or more year's financial services experience preferred Effective oral and written communication skills Excellent time management skills Attention to detail Ability to work some Saturday hours Must have a valid driver's license Telhio applicants must be able to pass a background check including: Credit, Drug Screen, Bondability, & Criminal Background. What you will earn: Competitive pay Benefits: several medical plan options, dental, free vision, free life and free disability insurance 6% matching and immediately vested 401(K) plan Generous schedule for paid holidays, vacation and personal time for a healthy work-life balance Opportunity for personal career growth, continued education and mentorship programs Volunteer opportunities impacting the local community Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position requires sitting; some reaching; frequent standing and walking; some stooping or kneeling. The employee must occasionally lift and move up to 50 pounds. This is a Non-Collective Bargaining Unit Telhio is an Equal Opportunity Employer

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